NucleusResearch MicrosoftSureStep CustomerBenefits.pdf

Project Management

Good Project Management is the essential ingredient of a successful implementation. Our project managers will work with you to establish the following:


  • Agreeing and defining the project objectives - ie Scope
  • Assisting with the development of a Project Plan
  • Agreeing Project Controls, Deliverables and Timelines
  • Performing Risk Analysis and establishing a Contingency Plan
  • Allocating and managing resources
  • Monitoring project progress including regular communication and meetings
  • Agreeing a procedure for project changes (Control of Scope Creep)
M4 Systems would always appoint a senior consultant as Project Manager and we would expect the customer to have appointed an internal project manager who would act as the main point of contact for all important issues during the implementation. 
"Because of our extensive experience with numerous implementations at a wide variety of companies we will have a good feel, quite quickly, for how much assistance we believe will be required from us"
The Project Manager will put together a project team of consultants from M4 Systems who will have the necessary mix of skills and experience to make a success of the project.

Microsoft SureStepPhases

Microsoft SureStep defines 6 Main Phases and 2 additional phases for optimization and upgrade. First phase, Diagnostic phase, has been explained as a part of our Sales Advice process.


A successful implementation naturally requires as much cooperation as possible between our staff and the customer’s staff. We will always aim to be as flexible and as fair as possible in order to maintain a spirit of co-operation. We will make clear at the beginning what preparation work we expect to be performed by the customer, so as to try and prevent any misunderstanding.

The Analysis phase

The Analyses phase represents the official start of the implementation. This phase defines the activities required to initiate and effectively plan the entire project. Our goal of the analysis phase is to understand the customer’s business and processes performed.

Design phase 

  • For New implementations, our goal here is to find a way how the customer’s processes and needs can be implemented with Microsoft Dynamics. During the Analysis phase we have identified business requirements that need to be satisfied in our design of specific customisations.
  • For Upgrade Projects, our goal of the Design phase is to define how the technical upgrade will be implemented.

Development Phase  

  • For New implementations, development covers the creation of new features and adaption of existing features as well as the data migration. All features and the data migration have to be tested. Beside feature and data migration testing it is necessary to do security testing. The phase ends when most of the specified features are developed and tested and the data migration is done.
  • For Upgrade Projects, the goal of the Development phase is to execute the application upgrade process—including customisations, integrations and interfaces, and data. It also includes testing the system to ensure that the upgrade of the application and data to the new version of the Microsoft Dynamics solution has been completed successfully.

Deployment phase

  • For New Dynamics implementations, the deployment plan forms the basis of the deployment or cutover tasks that need to be well-managed before go-live. At this stage, our goal is to setup the operational dynamics environment at the customer. Beside installation, configuration and feature deployment, our focus is on testing at system level. When the system runs and all tests pass, the deployment phase is finished.
  • For Upgrade Projects, this phase involves on-going project management activities to manage risks and issues, communications, and project plan updates. 

The Operation phase

The Operation phase  involves the final activities required to close out the project and transition the solution and knowledge to the customer.

Cross Phase Processes

While a Phase is a view on the process between milestones, a cross phase process is a group of related activities that span multiple implementation phases in a specific project scenario.
Sure Step Methodology has nine cross phase processes, which have been further grouped into three areas.

The Organization cross phase processes include:

  • Program Management
  • Training
  • Business Process Analysis

The Solution cross phase processes include:

  • Requirements and Configuration
  • Custom Coding
  • Quality and Testing

The Technology cross phase processes include:

  • Infrastructure
  • Integration and Interfaces
  • Data Migration



Customer centre

"M4 has provided us with an excellent service from day one. The successful completion of a second, very high profile project has only increased their credibility within the business..."
Natasha Towns
Business Applications Manager,
Logicalis UK

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